Meet Talita De La Rosa | Financial Strategist

We had the good fortune of connecting with Talita De La Rosa and we’ve shared our conversation below.

Hi Talita, can you walk us through the thought-process of starting your business?
My primary motivation for starting my own business as a life insurance agent was to make a positive impact on people’s lives. I wanted to help individuals and families secure their financial futures, especially during uncertain times. By offering living benefits life insurance and tax-free retirement plans, I believe I can give my clients peace of mind and help them plan for both the expected and unexpected events in life.”

Can you open up a bit about your work and career? We’re big fans and we’d love for our community to learn more about your work.
In my work as an independent life insurance agent, I am incredibly dedicated to helping people build secure financial futures, especially immigrants and individuals who are often overlooked in traditional financial planning. Many of my clients are hardworking people who, due to their undocumented status, have faced significant barriers to accessing financial resources and opportunities. What excites me the most is the ability to guide them in securing their families’ futures and helping them grow their wealth in a way that wasn’t previously available to them.

What sets me apart is my commitment to offering solutions that genuinely benefit my clients. I provide financial strategies that help people, regardless of their visa status, grow their money in a way that’s both safe and efficient. We focus on building wealth through tax-free retirement plans and utilizing the power of compound interest to grow their savings over time. The best part is that my clients don’t lose money in the market, which is a crucial consideration for those who have worked hard to save but have previously been wary of traditional investment strategies.

The journey to where I am today has definitely not been easy, but it has been incredibly rewarding. Like many entrepreneurs, I’ve faced challenges along the way, especially as I navigated building a business and establishing trust within the communities I serve. However, overcoming these obstacles has taught me valuable lessons in resilience, patience, and the importance of listening to my clients’ needs. I’ve learned that understanding their unique circumstances and offering tailored, compassionate advice is key to success.

I’m proud to be in a position where I can help people who might not have otherwise had the opportunity to plan for their futures. I want the world to know that financial security is not limited to those with a certain status or background. Through thoughtful, strategic planning, anyone—no matter their situation—can build wealth, protect their families, and achieve a secure retirement. My goal is to be a resource for those who need it most, and to provide them with the knowledge and tools to take control of their financial future.”

Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
Day 1: Arrival & Pompano Beach Relaxation
Morning: Start the day with breakfast at The Foundry in Pompano Beach, a cozy spot known for delicious brunch options and a welcoming atmosphere.
Afternoon: Head to Pompano Beach for a relaxing afternoon by the ocean. The beach is less crowded than some other areas, providing a peaceful spot to swim, sunbathe, and enjoy the coastal vibe.
Evening: For dinner, enjoy the laid-back atmosphere at Rattlesnake Jake’s, offering casual dining with a fun, lively ambiance and great seafood and steaks. Afterward, take a walk along the Pompano Beach Pier to enjoy the sunset and ocean breeze.
Day 2: Boating & Fort Lauderdale Fun
Morning: Rent a boat and set out from Fort Lauderdale, exploring the city’s famous canals and picturesque waterways. You can take a tour of the Intracoastal Waterway or even head out toward Biscayne Bay for a scenic, relaxing day on the water.
Afternoon: Stop for lunch at The River House in Fort Lauderdale, offering beautiful views of the river and delicious seafood dishes. Afterward, continue exploring or take a swim at Fort Lauderdale Beach.
Evening: For dinner, try Coconuts, a popular Fort Lauderdale restaurant with seafood dishes and a laid-back atmosphere. Afterward, explore Las Olas Boulevard, a lively area with bars, shops, and live music spots.
Day 3: Fort Lauderdale Beach & Las Olas Boulevard
Morning: Start your day with breakfast at The Floridian, a Fort Lauderdale institution known for classic American breakfast dishes and an old-school diner vibe.
Afternoon: Spend the day at Fort Lauderdale Beach. Lounge in the sun, take a swim, or rent bikes and ride along the scenic Beachfront Promenade.
Lunch: For a casual lunch, head to Lona Cocina & Tequileria right on the beach, offering great Mexican food and refreshing cocktails.
Evening: For dinner, enjoy a waterfront meal at Steak 954 at the W Fort Lauderdale, known for its upscale atmosphere and delicious seafood and steaks. Afterward, check out some local nightlife at The Wharf Fort Lauderdale, a lively outdoor bar and event space along the river.
Day 4: Pompano Beach & Casual Fun
Morning: Enjoy a relaxed morning at Pompano Beach, whether you’re swimming, lounging, or simply enjoying the sun. Grab a coffee and light breakfast at Sundy House, a charming and historic spot with beautiful gardens.
Afternoon: For lunch, head to Briny Irish Pub, a cozy beachside pub offering great seafood and pub fare in a relaxed setting. Afterward, you can explore Pompano Beach Park or take a walk along the pier.
Evening: For dinner, enjoy delicious Southern-inspired dishes at The Jolly Roger in Pompano Beach, a local favorite with a laid-back atmosphere and hearty meals. After dinner, consider grabbing drinks at The Beachcomber for a fun, low-key night out.
Day 5: Boating & Lauderdale-By-The-Sea
Morning: Rent a boat again and head out to Lauderdale-By-The-Sea, a charming seaside community just north of Fort Lauderdale. It’s a great place to explore the waters and take in the peaceful atmosphere.
Afternoon: Stop for lunch at Aruba Beach Cafe in Lauderdale-By-The-Sea, offering tasty seafood dishes and tropical drinks with an oceanfront view.
Evening: After a day on the water, head back to Fort Lauderdale for dinner at The Capital Grille, an upscale steakhouse known for its prime cuts of meat and elegant atmosphere. For a fun, relaxed evening, you can grab a drink at The Mai-Kai, a Polynesian-style tiki bar with live music and classic cocktails.
Day 6: Explore Fort Lauderdale & More Boating
Morning: Start your day with a light breakfast at Cafe Diva, a cozy café with fresh, healthy options. Then, head out on another boating adventure, either exploring the waterways around Fort Lauderdale Beach or cruising toward Boca Raton for a more tranquil boating experience.
Lunch: Dock and enjoy lunch at S3 Restaurant in Fort Lauderdale, offering a blend of sushi, seafood, and modern American dishes.
Afternoon: After lunch, take some time to explore the Bonnet House Museum & Gardens for a bit of culture and nature, or just relax on Fort Lauderdale Beach.
Evening: For dinner, head to Lobster Bar Sea Grille in Fort Lauderdale for a chic, oceanfront experience with top-notch seafood and a great wine selection. Enjoy some drinks afterward at The Balcony, a trendy rooftop bar with a fun atmosphere.
Day 7: Pompano Beach & The Everglades Adventure
Morning: For your last day, enjoy a peaceful breakfast at Pompano Beach Café before heading to The Everglades for an airboat ride. Explore the unique ecosystem and spot some wildlife, like alligators, as you cruise through the Everglades.
Afternoon: After your adventure, enjoy a final lunch at The Lighthouse Point Yacht Club, a laid-back yet upscale spot with beautiful views of the Intracoastal Waterway.
Evening: For your last dinner in the area, enjoy a seafood feast at Keese’s Simply Delicious, a hidden gem in Fort Lauderdale known for its fresh seafood and relaxed atmosphere. Afterward, end the night with a sunset drink at Coconuts or another local bar with ocean views.

The Shoutout series is all about recognizing that our success and where we are in life is at least somewhat thanks to the efforts, support, mentorship, love and encouragement of others. So is there someone that you want to dedicate your shoutout to?
I would like to dedicate my shoutout to a few key individuals who have played an instrumental role in my journey as an independent life insurance agent. First, I want to acknowledge Flavio Kraker, Claudia Kraker, and Camila Martinello. Their mentorship, guidance, and support have been invaluable to me. Flavio and Claudia have provided me with crucial insights into the industry, helping me understand not just the technical aspects of life insurance but also the importance of building genuine relationships with clients. Their leadership has truly shaped the way I approach my work.

Camila Martinello has been another incredible source of support. Her encouragement and her approach to client service have shown me how to connect with clients in a more meaningful way, ensuring they truly feel heard and cared for. Her expertise and dedication to helping others have inspired me to continuously strive for excellence in my own business.

Instagram: https://www.instagram.com/talitadlr?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==

Image Credits
Claudia Kraker, Flavio Kraker